See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,259 |
PFG ADVISORS, LLC1 year Filed as: PFG ADVISORS LLC Service code 27 3200 N CENTRAL AVE STE 200 · PHOENIX, AZ 85012 | Advisory (Plan) | $23,174 |
Filed as: UNIVERSAL FINANCIAL ADVISORS, LLC Service code 27 333 S. KIRKWOOD RD STE 301 · KIRKWOOD, MO 63122 | Advisory (Plan) | $14,221 |
BEAM ASSET MANAGEMENT4 years Filed as: BEAM ASSET MANAGEMENT LLC Service code 27 72096 RAMOS AVE #D · COVINGTON, LA 70433 | Advisory (Plan) | $8,217 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,294 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,420 | $42,901+45.5% | $91,220-31.6% | $64,808-3.7% |
| Participation rate | 67.3% | 68.1%-0.8pp | 73.2%-5.9pp | 71.5%-4.1pp |
| Annual return | -28.52% | -13.53%-15.0pp | 114.01%-142.5pp | 32.82%-61.3pp |
| Employer contribution / active EE | $1,750 | $1,571+11.4% | $2,850-38.6% | $2,506-30.1% |
| Participant deferral / active EE | $3,380 | $3,501-3.5% | $4,234-20.2% | $4,310-21.6% |
| Admin fee / account holder | $283 | $131+115.9% | $5,420-94.8% | $188+50.7% |